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Vanguard Total Bond Market

959 hedge funds and large institutions have $36.8B invested in Vanguard Total Bond Market in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 544 increasing their positions, 221 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $3.38M

146% more repeat investments, than reductions

Existing positions increased: 544 | Existing positions reduced: 221

90% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 48

10% more funds holding in top 10

Funds holding in top 10: 154169 (+15)

8% more capital invested

Capital invested by funds: $34.2B → $36.8B (+$2.67B)

3% more funds holding

Funds holding: 928959 (+31)

2.23% less ownership

Funds ownership: 60.96%58.74% (-2.2%)

Holders
959
Holders Change
+31
Holders Change %
+3.34%
% of All Funds
19.35%
Holding in Top 10
169
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+9.74%
% of All Funds
3.41%
New
91
Increased
544
Reduced
221
Closed
48
Calls
$11.5M
Puts
$3.38M
Net Calls
+$8.15M
Net Calls Change
+$6.97M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
201
Trellis Advisors
Washington
$11.3M +$510K +5,756 +5%
ANTB
202
AMG National Trust Bank
Colorado
$11.2M +$1.54M +17,394 +16%
KAS
203
Kestra Advisory Services
Texas
$11.1M +$11.2M +126,065 New
SS
204
Simplicity Solutions
Minnesota
$11M +$2.19M +24,756 +25%
TC
205
TAP Consulting
Missouri
$10.9M +$4.85M +54,668 +79%
MG
206
McCutchen Group
Washington
$10.9M +$176K +1,990 +2%
BOH
207
Bank of Hawaii
Hawaii
$10.7M +$314K +3,545 +3%
AUIM
208
Aegon USA Investment Management
Iowa
$10.7M -$148K -1,667 -1%
BCA
209
Berman Capital Advisors
Georgia
$10.4M -$19.9M -224,783 -66%
RCM
210
Rain Capital Management
Oregon
$10.2M +$5.05K +57 +0%
FFS
211
Founders Financial Securities
Maryland
$10M +$1.7M +19,129 +20%
TPCW
212
TD Private Client Wealth
New York
$10M +$638K +7,195 +7%
William Blair & Company
213
William Blair & Company
Illinois
$9.94M +$1.96M +22,155 +24%
BHWA
214
Beacon Harbor Wealth Advisors
Virginia
$9.88M -$335K -3,775 -3%
CWA
215
Clarity Wealth Advisors
California
$9.87M +$2.27M +25,623 +30%
SC
216
Savant Capital
Illinois
$9.87M +$3.62M +40,775 +57%
WANY
217
Wealthspire Advisors (New York)
New York
$9.84M -$578K -6,519 -6%
State of Tennessee, Department of Treasury
218
State of Tennessee, Department of Treasury
Tennessee
$9.73M -$1.42M -16,000 -13%
AC
219
Abbrea Capital
California
$9.65M +$1.54M +17,397 +19%
RG
220
Rathbones Group
United Kingdom
$9.61M +$213K +2,408 +2%
PFA
221
Pure Financial Advisors
California
$9.55M +$6.51M +73,393 +211%
CISOA
222
Capital Investment Services of America
Wisconsin
$9.5M
NEI
223
Northwest & Ethical Investments
Ontario, Canada
$9.43M +$124K +1,400 +1%
XF
224
XML Financial
Maryland
$9.43M +$1.07M +12,029 +13%
PBF
225
Petix & Botte Financial
California
$9.4M -$10.6M -119,363 -53%

BND Hedge Fund Activity: Q3 2020 in Review

959 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2020, worth a combined $36.8B — up 7.8% from $34.2B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BND positions and 48 closed out — a net gain of 43 holders — while 544 added to existing stakes and 221 trimmed.

The largest buyer was Creative Planning, adding an estimated $513M. The largest seller was Wells Fargo, cutting an estimated $362M.

  • 959 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2020, up from 928 in Q2 2020.
  • Funds reported $36.8B of Vanguard Total Bond Market stock for Q3 2020, up 7.8% quarter-over-quarter.
  • 91 funds opened new Vanguard Total Bond Market positions in Q3 2020 and 48 closed out, a net change of +43 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2020 was Creative Planning, an estimated $513M added.
  • The largest Vanguard Total Bond Market seller in Q3 2020 was Wells Fargo, an estimated $362M sold.

Based on aggregated 13F filings for Q3 2020.